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Marque Millennium Capital Management Ltd (New York)


Marque Millennium Capital Management Ltd is a large advisory firm based in New York. It manages $232.42 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2001.




Marque Millennium Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Marque Millennium Capital Management: assets under management

The assets under management (AUM) of Marque Millennium Capital Management Ltd is $232.42 million. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $169.37 million in discretionary accounts and $63.05 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.91 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $15.76 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Marque Millennium Capital Management Ltd for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Asset Management Investment Company Plc Minority shareholder of parent company 1 Mar 2001 25% - 50% foreign
Inc. Stock Incentive Trust Mmcm Holdings Majority shareholder of parent company 1 Mar 2001 50% - 75% 13-4161478
Hmmc Holdings Llc Holding company 1 Oct 2002 75% - 100% 16-1616404
Denis Michael Turko Manager 1 Oct 2002 Other 4334260
Stephen Ely Manager 1 Oct 2002 Other 200762
Thomas Francis Shevlin Manager 1 Oct 2002 Other 2663320
John William Spurdle Manager 1 Oct 2002 Other 1848089

Based in New York

The principal office where Marque Millennium Capital Management Ltd performs its advisory services is located at 655 Third Avenue, 19 Th Floor, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-759-6800 or by fax 212-759-6807. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday.


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